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CGVV vs SHUS

Capital Group U.S. Large Value ETF vs Stratified LargeCap Hedged ETF

CGVV

Capital Group U.S. Large Value ETF

Capital Group

Annual cost

0.33%

Fund size

$128M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • CGVV costs 0.46% less per year.
  • CGVV is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • CGVV is classified as equity, while SHUS is alternative — different risk/return profiles.
  • CGVV follows a index tracking strategy; SHUS uses option income.

Side-by-side comparison

CGVVSHUS
Annual cost (TER)0.33%0.79%
Fund size (AUM)$128M$24M
Since20252021
Dividend yield1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1YN/A+18.8%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y10.16%
Max drawdown-10.11%-14.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGVV and SHUS